Smart Home
Smart home covers connected thermostats, locks, lighting, cameras, and appliances controlled from a phone or a voice assistant. Energy management and security are the two uses people reliably pay for.
17 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $654M | +$12.3M | 5 | 0.05% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $347M | -$20.4M | 5 | 0.04% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $283M | -$170M | 4 | 0.04% | Reduced |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| $262M | -$2.75M | 5 | 0.04% | Reduced |
|
| 5 |
BlackRock Fund Advisors
San Francisco,
California
| $262M | -$892K | 5 | 0.07% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $262M | +$206M | 3 | 0.07% | Increased |
|
| 7 |
Columbia Wanger Asset Management
Chicago,
Illinois
| $253M | +$32.6M | 2 | 1.17% | Increased |
|
| 8 |
abrdn Investment Management
Edinburgh,
United Kingdom
| $213M | +$85.6M | 2 | 0.81% | Increased |
|
| 9 |
BRC
Blue Ridge Capital
New York
| $211M | $0 | 1 | 2.49% | Maintained |
|
| 10 |
Sculptor Capital
New York
| $198M | -$468K | 1 | 0.57% | Reduced |
|
| 11 |
Select Equity Group
New York
| $182M | -$72.4M | 2 | 1.88% | Reduced |
|
| 12 |
Putnam Investments
Boston,
Massachusetts
| $163M | -$17.6M | 3 | 0.35% | Reduced |
|
| 13 |
BAMCO Inc
New York
| $156M | -$580K | 1 | 0.65% | Reduced |
|
| 14 |
OppenheimerFunds
New York
| $155M | -$6.75M | 3 | 0.17% | Reduced |
|
| 15 |
Eagle Asset Management
St Petersburg,
Florida
| $153M | -$755K | 1 | 0.87% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $152M | +$99.9M | 5 | 0.05% | Increased |
|
| 17 |
VM
Valinor Management
New York
| $149M | +$55.9M | 1 | 4.14% | Increased |
|
| 18 |
D.E. Shaw & Co
New York
| $129M | -$12.7M | 4 | 0.17% | Reduced |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| $125M | +$6.81M | 5 | 0.09% | Increased |
|
| 20 |
Northern Trust
Chicago,
Illinois
| $122M | +$9.28M | 5 | 0.04% | Increased |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $113M | -$1.24M | 5 | 0.08% | Reduced |
|
| 22 |
Credit Suisse
Zurich,
Switzerland
| $107M | +$52.3M | 5 | 0.09% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $106M | -$2.74M | 5 | 0.03% | Reduced |
|
| 24 |
Bessemer Group
Woodbridge,
New Jersey
| $104M | +$14M | 2 | 0.59% | Increased |
|
| 25 |
JP Morgan Chase
New York
| $104M | -$64.2M | 5 | 0.02% | Reduced |
|